Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

The private equity-owned RIA beat out 40 other suitors.

The big questions firm owners should be asking in a booming M&A market.

After acquiring four firms’ assets, the industry giant still faces big challenges ahead.

Focus Financial adds a $4 billion wealth management firm to its expanding roster.

The IBD network has retained Goldman Sachs for a structural review that could have major implications.

The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.